Dedicated Life Insurance Agent with expertise in client education, needs assessment, and policy recommendation. Committed to ensuring client satisfaction through effective communication and relationship building.
Overview
11
11
years of professional experience
Work History
Life Insurance Agent
Broker
Vero Beach
02.2026 - Current
Conducted thorough needs analysis to recommend appropriate life insurance products.
Conducted needs assessments to identify suitable coverage options.
Educated clients on life insurance products and benefits.
Prepared quotes for prospective customers based on their individual needs.
Assisted clients in completing insurance applications and forms.
Developed strong relationships with clients for trust and retention.
Developed and maintained relationships with clients to ensure customer satisfaction.
Maintained records of client information, including policies and payment history.
Attended training sessions to improve product knowledge and sales skills.
Customer Service Representative
Walgreens Pharmacy
Vero Beach
07.2015 - Current
Provided excellent customer service to resolve customer complaints in a timely manner.
Handled customer complaints with empathy and effective problem-solving skills.
Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Resolved customer complaints with professionalism and empathy consistently.
Resolved customer complaints in a professional manner.
Developed strong relationships with customers by providing personalized assistance and support.
Assisted customers with prescription orders and medication inquiries.
Assisted customers in locating products and answering inquiries promptly.
Processed customer transactions efficiently at a busy retail environment.
Facilitated customer returns to ensure a smooth transaction experience. and exchanges according to store policies effectively.
Answered incoming phone calls from customers regarding product availability or store locations.
Maintained accurate cash drawer balance throughout the shift.
Collected credit card and cash payments to complete transactions for customer orders.
Processed efficient and accurate cash, check, debit and credit card payments using Point-of-Sale system.
Trained new cashiers on register operations and customer service standards.
Collaborated with pharmacy team to ensure efficient workflow and service delivery.
Oversaw pharmacy inventory and restocked products proactively.
Created a friendly atmosphere by greeting customers upon arrival. and provided friendly customer service.
Ensured cleanliness and organization of checkout area at all times.
Assisted co-workers with tasks as needed to ensure smooth operations of the store.
Checked personal identifications during alcohol and tobacco sales.
Processed insurance claims and verified patient information accurately.